LOCATION: San Francisco, CA JOBS - Fidelity Investments

Managing Director San Francisco, CA

elevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 5+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retRead More

Communication Consultant- Retirement Services San Francisco, CA

evenue for Fidelity by offering cost effective, digital solutions that engage participants. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, participants and Fidelity’s vendors The Expertise You Have BA/BS Required Experience in employee benefitRead More

Director, Relationship Manager- Retirement Services San Francisco, CA

for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retirement plan record keeping and admRead More

Financial Consultant Program - Financial Representative - San Francisco, CA San Francisco, CA

financial guidance and mentorship. The Expertise We’re Looking For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your SeRead More

VP, Advisor Concierge- Relationship Management San Francisco, CA

will provide day-to-day support of an advisor book of business. 1.) You will be entrusted with a Book of Business of key advisor teams; approximately 20 advisor relationships. You will be responsible for understanding the advisor’s holistic relationship with Fidelity, across all segments and platforms. Activities include Book of Business reviews, problem resolution, point of escalation, project mRead More

Senior Investment Analyst San Francisco, CA

ll help our clients navigate Fidelity on the investment and trading areas and work as part of a client team which includes the Relationship Manager and a Client Service Manager. The Expertise We’re Looking For Bachelor’s degree 5+ years of industry experience in high net worth brokerage or similar business 2+ years of trading experience with an understanding of trading systems and Bloomberg SerieRead More

Vice President, Equity Compensation Relationship Manager San Francisco, CA

on of relevant issues. You will ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have College degree preferred or equivalent work-related experience. Your ability to obtain Series 7 & 63/65 within the first three months of employment. You would bring 10+ years of Relationship Management or Client Service experRead More

Family Office- Licensed Client Associate San Francisco, CA

63 licensing required 1-3 years in financial asset/brokerage servicing with an emphasis on transactions and brokerage processing Experience with High Net Worth Taxable Client Base is a plus The Purpose of Your Role Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors. FFOS is seeking a ClRead More

Director, Platform Consultant- San Francisco San Francisco, CA

implementing technology solutions that solve business problems The Purpose of Your Role The Director, Platform Consultant, is responsible for communicating Fidelity’s platform and product strategy to Fidelity Institutional clients and prospects. You will demonstrate how Fidelity’s technology offering helps firms transform, evolve and grow to lead the future of wealth management. You will work cRead More